- Columbia Bank (Addison, TX)
- …Structuring: Underwrite and manage a portfolio of cash-flow-based and real estate -secured loans, including practice acquisitions, partner buy-ins, ASC and MOB ... for wealth management and implementation strategies to include investments, trust, financial planning , and other wealth services. + May be asked to coach, mentor,… more
- Bell Partners (Dallas, TX)
- …contribute to their fullest potential. We rise above industry standards when every associate embraces their unique role and seizes the opportunity to make an impact. ... HR functional excellence and process improvement. The HR Manager will manage the associate life cycle for a designated client group including associate relations… more
- Regions Bank (Dallas, TX)
- …services including financial planning , asset management, personal trust and estate planning , insurance and risk management services, consumer and mortgage ... utilizing unbiased, consultative advisory approaches and sound personal financial planning and financial advisory concepts. **Primary Responsibilities** + Collaborates… more
- TIAA (Frisco, TX)
- …identifying client needs and identifying potential issues with current financial plans ( estate planning , beneficiaries, etc.). + Identifies client concerns and ... Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management **Anticipated… more
- Carrington (Plano, TX)
- …procedures, and applicable laws, including hiring and training employees; planning , assigning, and directing work; monitoring performance; rewarding and disciplining ... the team(s) and provide feedback at minimum twice per month with the associate .** + **Handle escalated bankruptcy matters and work with attorney firms on litigated… more
- PennyMac (Fort Worth, TX)
- …aligned with the organization's desired culture and values What You'll Bring + Associate 's degree or equivalent work experience + 3+ years of relevant work ... experience + Aptitude for data, reporting, and analysis, desired + Real estate and mortgage industry experience preferred + Must be highly proficient in Excel and… more
- Carrington (Plano, TX)
- …procedures, and applicable laws, including hiring and training employees; planning , assigning, and directing work; monitoring performance; rewarding and disciplining ... within the team(s) and provide feedback at minimum twice per month with the associate . * Handle escalated bankruptcy cases and work with attorney firms on litigated… more
- Allied Universal (Irving, TX)
- …to clients across various vertical markets, including healthcare, commercial real estate , government, and hospitality. Aligning with our iCARE Leadership approach, ... open communication, and professional development, while taking ownership of succession planning at all levels + Build, maintain, and grow relationships with… more
- Fannie Mae (Plano, TX)
- …expert advice on, and guide team members in, managing the administration, strategic planning , and operations of an assigned portfolio. In this role, you will monitor ... Experience * 4 years relevant experience * Multifamily real estate experience, preferably in Asset Management, Troubled Asset Workouts...in Excel Multifamily Risk - Asset Management - Lead Associate Target Pay Range: $121,000 - $158,000 a year… more